Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹14.9325
+0.94%
(16 Sep)
AUM
2,069 Cr
TER
0.62%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+3.3%
+3.3%
-2.4%
-4.2%
-7.6%
-7.6%
3Y
+24.2%
+24.2%
+16.0%
+14.1%
+22.9%
+22.9%
5Y
NA
NA
+20.4%
NA
+27.0%
+27.0%
ALL
+22.1%
+22.1%
+13.8%
+13.8%
+17.8%
+17.8%
VOL
13.9%
13.9%
-
12.0%
17.4%
17.4%
TER
0.6%
0.6%
-
0.6%
0.6%
0.6%
AUM
₹3,666 Cr
₹3,666 Cr
-
₹2,069 Cr
₹5,943 Cr
₹5,943 Cr
INFO
1.58
1.58
-
1.15
1.02
1.02
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.8%
Reliance Industries Ltd
4.5%
Treps
4.0%
Infosys Ltd
3.3%
Larsen & Toubro Ltd
3.3%
State Bank of India
3.1%
Axis Bank Ltd
3.1%
Bharti Airtel Ltd
3.1%
ITC Ltd
2.9%
Top industry exposure
Financial Services
28.9%
Industrials
12.8%
Consumer Cyclical
11.3%
Consumer Defensive
9.0%
Healthcare
7.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
42%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

FAQs